Michael Madison is a CFA® charterholder with 23 years of experience in the investment industry. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2003. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented approach focused on fundamental analysis to build concentrated equity portfolios and diversified bond strategies managed individually with a long-term perspective.

Kenneth Bloom is a Series 65-licensed advisor at Bloom Advisors with 15 years of industry experience. He has been with Bloom Advisors since 1984 and also serves as owner and attorney at Bloom, Bloom & Associates, P.C., a legal services firm. Bloom Advisors serves individual and high-net-worth clients, offering discretionary, fee-only money management and retirement plan advice. The firm focuses on strategic asset allocation, diversified multi-asset class portfolios, and systematic rebalancing using primarily institutional-share mutual funds and ETFs.

Patrick Marody is a financial advisor with FAI Advisors, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with ON Investment Management Co., THE O.N. Equity Sales Company, General American Life Insurance Company, and Mutual Benefit Life. Outside of his advisory role, he is involved in insurance sales and managing non-investment businesses including consulting/coaching through Empowering Futures, LLC and business succession planning with B Trace Partners/Q5. FAI Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, mutual fund and ETF screening, and asset allocation strategies focused on long-term investment objectives, with additional offerings such as insurance-based investment programs and access to managed account solutions.

Michael Nemes is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently with The Nemes Rush Group, LLC, and has prior experience at Topel Forman, LLC. Nemes serves as a board member for the Risk Management Association East Michigan Chapter. The Nemes Rush Group serves individuals, high net worth clients, corporations, charities, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and business consulting. The firm uses a combined fundamental and technical investment approach, offering both discretionary and non-discretionary mandates, and manages over $1.35 billion in discretionary assets.

Miles Putnam is a CFA® charterholder with 15 years of industry experience, currently serving at Provident Investment Management, Inc. since 2010. He holds the Series 65 designation and works out of Novi, MI as part of a six-advisor team. Provident Investment Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and other entities. The firm employs a fundamental, bottom-up investment approach focused on individual securities, managing approximately $1.23 billion for about 349 clients.

Ann Shadle is a CFP® with 24 years of experience in financial advising, currently with Dahring | Cusmano and Associates since 2016. She previously worked at Next Financial Group, Inc. from 2016 to 2025. In addition to her advisory role, she operates an independent insurance agency associated with her firm. Dahring | Cusmano and Associates serves individuals, including high-net-worth clients, as well as family offices, trusts, private foundations, and qualified retirement plans. The firm provides comprehensive financial planning and portfolio management with a client-centered investment approach that emphasizes asset allocation and long-term management.

Jeffrey Petherick is a CFA® charterholder with 17 years of industry experience. He has worked at Northpointe Capital, LLC for 19 years before joining Integrated Investment Consultants, LLC. Integrated Investment Consultants, LLC manages approximately $1.08 billion for a diverse client base, including individual, high-net-worth, and institutional clients. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to tailor portfolios according to clients’ risk tolerance, time horizon, and liquidity needs.

Derek Damian is a financial advisor at Spartan Wealth Management with 13 years of industry experience. He holds the Series 66 credential and has worked at firms including LPL Financial, Cadaret, Grant & Co., Inc., and Cambridge Investment Research. Spartan Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning services. The firm employs a multi-advisor team approach, combining fundamental analysis with Modern Portfolio Theory to build primarily long-term portfolios while utilizing derivatives and third-party research as part of its investment strategies.

Deanna K Inney is a Series 65-licensed advisor with William Mack & Associates Inc, where she has been working since 2004. She is based in Troy, MI, and is part of a team of ten advisors. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for around 957 clients, including individuals, trusts, and retirement plans. The firm focuses on diversified, tax-efficient, low-cost investment strategies using no-load mutual funds and ETFs across six model portfolios with a long-term orientation and periodic rebalancing.

Ethan Pinto is a financial advisor at Q3 Asset Management Corporation with two years of industry experience. He holds a Series 65 designation and has worked at Q3 since 2022. Prior to joining Q3, he held positions at Padnos, True Lacrosse, EP's Enterprise, and Heneveld Industrial Group, among others. Q3 Asset Management Corporation provides portfolio management services to individual clients, including high-net-worth households, as well as investment company clients. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers various billing and service options, including subscription and performance-based fees.

Steven Lane is a CFP® and ChFC® with 24 years of experience in financial advising. He has worked at Carrera Capital Advisors since 2024 and previously held roles at Keith Nichol and Northwestern Mutual Wealth Management Company. Lane serves as treasurer for the Creekside Village of Orion Homeowners Association. Carrera Capital Advisors, established in 2024 by three former private-client professionals, provides financial planning, portfolio management, and consulting services to individuals, retirement plans, foundations, and institutions. The firm uses a blend of macroeconomic, fundamental, and behavioral analysis along with proprietary quantitative tools and AI techniques to create diversified, tax-aware portfolios tailored to client objectives.

Hans Gappy is a financial advisor at Royal Oak Financial Advisors, LLC in Royal Oak, MI, with six years of industry experience. He holds the Series 66 designation and has previously worked at Westminster Financial Securities, Inc., Stifel Independent Advisors, LLC, and Dumbstruck Inc. Outside of his advisory role, Hans serves as the head varsity boys basketball coach at Auburn Hills Oakland Christian School. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm’s investment approach emphasizes asset allocation and model portfolios tailored to clients’ risk tolerance and goals, with regular monitoring and rebalancing.

Scott Whyte is a financial advisor at Bloom Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bloom Advisors since 2000. Bloom Advisors serves individual and high-net-worth clients, offering discretionary, fee-only money management and retirement plan advice. The firm manages over $1.4 billion in discretionary assets and employs a strategic, multi-asset class investment approach using institutional-share mutual funds and ETFs.

Steven Feeman is a financial advisor at GPM Growth Investors, Inc. in Bloomfield Hills, MI, holding a Series 65 designation with two years of industry experience. Prior to joining GPM Growth Investors, he worked in the mortgage industry at Perry Johnson Mortgage Company, Inc. and Amerisave Mortgage Corporation. GPM Growth Investors is an employee-owned investment adviser offering discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm focuses on long-term ownership of competitively advantaged U.S. companies through a disciplined valuation process and employs concentrated stock portfolios, balanced variants, and actively managed ETF strategies.

Corey Weintraub is a financial advisor at Bloom Advisors with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bloom Advisors since 2013. Bloom Advisors serves individual and high-net-worth clients, focusing on discretionary, fee-only money management and retirement plan advice. The firm emphasizes strategic asset allocation, diversified multi-asset portfolios, and systematic rebalancing, primarily using institutional-share mutual funds and ETFs.

Sabrina Isham is a CFP® professional with one year of industry experience, currently serving with Northern Financial Advisors, Inc. Her prior work includes roles at UCLA and Chipotle. Northern Financial Advisors, Inc. is a fee-only registered investment adviser that serves individuals and high-net-worth clients, offering holistic financial planning and discretionary portfolio management. The firm uses its Functional Asset Allocation™ framework to tailor portfolios based on clients’ personal circumstances and includes tax preparation services within its retainer engagements.

Michael Vissotski is a financial advisor at VIMA, LLC in Troy, MI, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with VIMA since 2009. VIMA, LLC serves individual and high-net-worth clients with portfolio management, financial planning, and 401(k) consulting. The firm uses a top-down, sector-focused investment process and customizes portfolios across various asset classes, including equities, fixed income, mutual funds, ETFs, and covered call option strategies.

Daniel Kostaroff is a CFP® and CFA® with 15 years of industry experience. He has been with LS Investment Advisors, LLC since 2008. Outside of his advisory role, he volunteers teaching financial literacy at Woodside Bible Church and Dream Centers of Michigan. LSIA provides discretionary portfolio management and financial planning to individuals, families, and institutional investors, employing a fundamental analysis approach focused on large-cap U.S. equities and fixed income. The firm manages approximately $916 million in discretionary assets and serves a diverse client base that includes charitable organizations and insurance companies.

Matthew Mondoux is a CFP® and CFA® with nine years of industry experience. He has been with Blue Chip Partners, LLC since 2016. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high net worth clients, trusts, estates, charities, small businesses, and pension/profit-sharing plans. The firm manages approximately $1.88 billion across about 1,000 client relationships and offers services including discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and management of employer-sponsored and other accounts.

Brendan Best is a financial advisor at Richard W. Paul & Associates, LLC with three years of industry experience and holds a Series 65 designation. Before joining Richard W. Paul & Associates, he worked at BorgWarner from 2020 to 2023. In addition to his advisory role, he assists clients with insurance policies, including annuities and life insurance, as a licensed insurance agent. Richard W. Paul & Associates, LLC provides fee-based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm uses a combination of actively and passively managed strategies with a focus on value, safety, quality, and risk control.